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iShares Russell 1000 Value ETF
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Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
126
Sanchez Wealth Management Group
Florida
$12.4M +$111K +911 +0.9%
GIA
127
GHP Investment Advisors
Colorado
$12.2M +$60.8K +501 +0.5%
ANTB
128
AMG National Trust Bank
Colorado
$12.1M -$337K -2,775 -3%
GW
129
GW & Wade
Massachusetts
$11.9M -$395K -3,252 -3%
IA
130
IFP Advisors
Florida
$11.6M +$1.09M +8,955 +10%
PA
131
Prism Advisors
California
$11.6M -$1.13M -9,275 -9%
CI
132
Cambiar Investors
Colorado
$11.6M +$2.95M +24,320 +34%
William Blair & Company
133
William Blair & Company
Illinois
$11.6M -$171K -1,405 -1%
EWM
134
Evercore Wealth Management
New York
$11.3M -$3.84M -31,654 -25%
Comerica Bank
135
Comerica Bank
Texas
$11M +$749K +6,076 +7%
HS
136
Horan Securities
United States
$10.9M +$285K +2,311 +3%
BPB
137
Badgley, Phelps & Bell
Washington
$10.6M +$906K +7,465 +9%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$10.4M -$141K -1,160 -1%
GIM
139
Goelzer Investment Management
Indiana
$10.3M +$578K +4,758 +6%
AL
140
Aspiriant LLC
California
$10.2M +$126K +1,036 +1%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$10.1M -$11.5K -95 -0.1%
V
142
Veritable
Delaware
$9.82M – – –
FNBOO
143
First National Bank of Omaha
Nebraska
$9.59M -$129K -1,059 -1%
EIC
144
Equity Investment Corp
Georgia
$9.41M -$409K -3,367 -4%
WSFS
145
Wilmington Savings Fund Society
Delaware
$9.4M +$102K +840 +1%
MPM
146
Meritage Portfolio Management
Kansas
$9.23M +$5.54M +45,682 +150%
GMA
147
Goldstein Munger & Associates
California
$9.04M -$231K -1,905 -2%
HSA
148
HBK Sorce Advisory
Pennsylvania
$9M -$197K -1,622 -2%
RJT
149
Raymond James Trust
Florida
$8.95M -$226K -1,865 -2%
TC
150
Telemus Capital
Michigan
$8.88M +$293K +2,417 +3%
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